This release is for clients with the SAMi interface.
Released to Sites: 1/23/2025 - 2/6/2025
Number of Issues Completed: 61
Highlights of Release
Improvements:
- Prefill Groups have accordion to show more detailed information like Auto Actions the group is used for
- Email Importing/Sending/Bulk Email Updates
- Import Emails Manually
- Minimum interval between sending bulk email set to 1 min to support email provider policies for spam and performance
- Improved Alert Messaging for Users that authenticate with OAuth, but do not have SMTP enabled in their Email Account Settings
- Moved Email Documents under SAM Links from Advanced Options
- Invoice Styling
- Updated sending an invoice to be consistent with sending an email and messaging when sent to SAM's message style
- Updated Receive Payments to clarify Invoice and Entity Name display
- Updated Sidebar icons in Settings screens for consistency
- Form Customizer update: Fields used on a form cannot be included as a data point that is entered on submission of the form.
- Simplified sidebar link title for viewing Family Case Checklist as a client to View Public Checklist
- Removed web browser indexing of SAM site login screens, so users don't incidentally try to login to other client SAM sites.
Bug Fixes:
- Resolved Foster Care Accounting issues
- Placement Location Duplication
- Original Location presentation errors on forms, reports, and templates
- Payment Sent Date and Bill Paid Date show modification history through manual entry or bulk update
- Currency field types with data over 1000 will not show commas on edit forms.
- Resolved Password Decryption Issue when updating Authorize.net Transaction Keys
- Resolved Filters not displaying proper data entry
- Resolved Events forms not opening
- Resolved Use Existing Case filters not being taken into consideration and creating new cases
- Resolved Checklist Response Due Date being deleted when user edits a checklist item
- Resolved Report Sidebar access issues
- Resolved Date picker tool on Multi-record subforms prevent effects of data updates to incorrect records
- Resolved not being able to delete Child Records
- Resolved date values entered for beta clients entered into Communication records restored to proper date/time based on the Agency's timezone
- Resolved SSN entry not allowing end users to submit forms.
- Resolved Modification History report dates to show in user's Time Zone.
- Resolved Checklist sections on public checklist presenting links that would take end user to a client's primary login screen.
- Resolved Table Properties screen missing sidebar links, including Multi-Record Standard Form Setup
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